摩根士丹利:关税引发通胀风险,美联储下次降息要等到明年3月

华尔街见闻
03 Apr

大摩取消了此前预期的6月降息,将下次美联储降息时间推迟到2026年3月,终端利率目标在2.50%-2.75%区间,理由是关税带来通胀风险。摩根士丹利彻底改变了对美联储降息的预期,不仅取消了此前预期的6月降息,还将下一次降息时间推迟到2026年3月,理由是关税带来通胀风险。3日,据彭博社报道,包括Michael Gapen在内的经济学家在一份客户报告中写道:“考虑到未来几个月可能出现的通胀压力,我们...

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